Customers will be referred to the advice firm after speaking to the provider following the introduction of the new freedoms.
MAS has swooped for three new non-execs following the announcement of its 2015/15 business plan.
It is not always be appropriate to elect for both inheritance tax and capital gains tax purposes.
As pension freedom looms it is worth looking further into clients’ changed objectives.
Some considered analysis on the impact of the changing pensions landscape is well overdue.
A number of innovators have shown what is possible but they will not be the last to build vertically integrated solutions.
The Government’s stealth pension taxes should be of major concern.
Banks and insurers should consider the value of partnerships with smaller advice firms.
Insurer has backtracked on plans to offer savers guidance over fears of straying into advice. Money Marketing understands Aviva had planned to launch a 30-strong team to deliver phone-based guidance.
Advisers question whether the CII is playing catch-up on qualifications, despite its overhaul of criteria for chartered firms. And is level six becoming the new level four?
Money Marketing grills the organisations on the guidance frontline.TPAS chief Michelle Cracknell says of guidance: “It’s not a Take That concert - it’s not going to run out.”
As research predicts a “revolution” in female spending power, could this change the face of advisers’ clients?